Dan Loeb and Bob Swan Talking

[Arthur Hanson]

Dan Loeb, Third Point Capital and Bob Swan, Intel, held a Zoom call Monday. I hope Intel can continue in an area where TSM rules and is increasing their lead. TSM is now the darling of the financial people. Lots of talk on CNBC on the prospects of both companies. Money talks and Bob Swan will have to listen, he has no choice. Any thoughts or comments appreciated.

 

[count]

Two likely scenarios:

1. Bob Swan and Dan Loeb agree on a price for Third Point to go away (aka greenmail)
2. Bob Swan and Dan Loeb agree on a price for Bob Swan to go away (aka golden parachute)